Add new HubSpot CRM contacts to Retently as a new customers

Add new HubSpot CRM deals to Freshdesk as new tickets

Every time a new deal is created in HubSpot CRM, Make will automatically create a new ticket in Freshdesk.

Parse WhatsApp invoice images with Gemini and sync payments to HubSpot and Slack

Quick Overview This workflow captures invoice images/documents from WhatsApp, extracts structured invoice data with Google Gemini, and syncs the result to HubSpot by creating vendor-payment tasks or closing matching deals, while sending confirmations back on WhatsApp and raising exceptions to Slack. How it works 1. Triggers when a new WhatsApp message is received. 2. Checks that the message contains an image or document, then fetches the media URL and downloads the attachment. 3. Converts the do

Automatically sync Beex leads to HubSpot (Create & Update)

Summary Automatically sync your Beex leads to HubSpot by handling both creation and update events in real time. How It Works 1. Trigger Activation: The workflow is triggered when a lead is created or updated in Beex. 2. Data Transformation: The nested data structure from the Beex Trigger is flattened into a simple JSON format for easier processing. 3. Email Validation: The workflow verifies that the lead contains a va

Create (or update) a HubSpot CRM contact from a Facebook Lead Ads form submission

Every time a new Facebook Lead Ads form is submitted, Make will automatically create a HubSpot CRM contact (or update it if it already exists).

Send Thanks.io birthday wishes to HubSpot CRM contacts

Use this template to automatically send a Thanks.io postcard to a HubSpot CRM contact who celebrates a birthday. If you have birthdays stored in the HubSpot 'Date of birth' text property, the dates have to be in the same format. We recommend creating a custom date property.

AI-Powered Contact Intelligence & Enrichment with OpenAI/Anthropic and Supabase

AI Contact Enrichment 📋 Template Description Overview Automatically enhance and enrich contact data using AI to fill in missing information, generate insights, and create detailed buyer personas. Supports multiple AI providers (OpenAI, Anthropic, etc.) with automatic logging to Supabase. Description This workflow transforms incomplete contact records into rich, actionable profiles. By leveraging AI, it can infer job roles, company information, likely pain points, communication preferences, and b

Create Easyship shipments from new Shopify orders

Make will watch for new Shopify orders at regular intervals and create shipments in Easyship using information received.

Create Zoho Invoices from Shopify orders and uploading them to Egnyte

Every time a new order is created on Shopify, Make will automatically create a new invoice on Zoho Invoice and upload it as a pdf to Egnyte.